Plan Snapshot
- Plan Sponsor: Saint Anselm College
- Sponsor EIN: 020222182
- Sponsor Address: 100 SAINT ANSELM DRIVE, MANCHESTER, NH, 031021308
- Plan Type: 403(b)
- Total Participants: 519
- Total Assets: $133.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 519 | $133.3M | $2.5M | $2.6M |
| 2023 | 559 | $125.5M | $2.3M | $2.4M |
| 2022 | 527 | $112.6M | $2.3M | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.008% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $117,440 | $31,208 | $947 | $10,500 | — |
| 2023 | $113,924 | $30,299 | $173 | $20,300 | — |
| 2022 | $96,244 | $29,417 | — | — | $650 |